CAPTRUST Financial Advisors’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MEAR Stock Details MEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.1M	Sell	1,054,864 -17,585	-2%	-$884K	0.08%	204
2026 Q1	$54M	Sell	1,072,449 -397,710	-27%	-$20.1M	0.09%	189
2025 Q4	$74M	Buy	1,470,159 +211,363	+17%	+$10.6M	0.14%	132
2025 Q3	$63.6M	Buy	1,258,796 +674,207	+115%	+$34M	0.13%	143
2025 Q2	$29.4M	Buy	584,589 +300,537	+106%	+$15M	0.07%	239
2025 Q1	$14.3M	Buy	+284,052	New	+$14.2M	0.04%	355
2022 Q3	–	Sell	-825	Closed	-$41K	–	3225
2022 Q2	$41K	Hold	825	–	–	﹤0.01%	2911
2022 Q1	$41K	Hold	825	–	–	﹤0.01%	2930
2021 Q4	$41K	Sell	825 -5,500	-87%	-$276K	﹤0.01%	2812
2021 Q3	$317K	Hold	6,325	–	–	﹤0.01%	1263
2021 Q2	$317K	Buy	+6,325	New	+$318K	﹤0.01%	1241

Other funds holding MEAR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

UWPG

Ullmann Wealth Partners Group Jacksonville Beach, Florida $1.1B AUM 21.23% 1-Year Est. Return

CAPTRUST Financial Advisors's MEAR Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its BlackRock Short Maturity Municipal Bond ETF (MEAR) stake by 1.6% in Q2 2026, selling an estimated $884K and leaving 1,054,864 shares worth $53.1M. The position accounts for 0.08% of the portfolio, ranked #204.

CAPTRUST Financial Advisors first reported a position in MEAR in Q2 2021 and has held it in 11 quarters since. The position peaked at $74M in Q4 2025. 220 funds tracked by Wall St. Rank hold MEAR as of Q2 2026.

CAPTRUST Financial Advisors held 1,054,864 shares of BlackRock Short Maturity Municipal Bond ETF worth $53.1M as of Q2 2026.
CAPTRUST Financial Advisors sold 17,585 BlackRock Short Maturity Municipal Bond ETF shares in Q2 2026, an estimated $884K.
BlackRock Short Maturity Municipal Bond ETF made up 0.08% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #204 holding.
CAPTRUST Financial Advisors first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q2 2021 and has held it in 11 quarters since.
CAPTRUST Financial Advisors's BlackRock Short Maturity Municipal Bond ETF position peaked at $74M in Q4 2025.
220 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.